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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1426
Apeiron RIA
Texas
-$422K -2,200 Closed
BCA
1427
Bay Colony Advisors
Massachusetts
-$394K -2,056 Closed
ALAM
1428
Asahi Life Asset Management
Japan
-$393K -2,050 Closed
BW
1429
Bison Wealth
Georgia
-$385K -2,008 Closed
NAG
1430
Northstar Advisory Group
New Jersey
-$370K -1,929 Closed
LTI
1431
Laffer Tengler Investments
Tennessee
-$365K -1,903 Closed
HBT
1432
Heartland Bank & Trust
Illinois
-$360K -1,877 Closed
TAM
1433
Titleist Asset Management
Texas
-$360K -1,876 Closed
WAP
1434
Wealthcare Advisory Partners
Pennsylvania
-$351K -1,830 Closed
NP
1435
NorthRock Partners
Minnesota
-$345K -1,796 Closed
RAG
1436
RIA Advisory Group
Iowa
-$343K -1,787 Closed
FFO
1437
Fiduciary Family Office
Florida
-$333K -1,737 Closed
SEC
1438
Seven Eight Capital
New York
-$331K -1,728 Closed
OTL
1439
Oak Thistle LLC
New York
-$320K -1,671 Closed
TW
1440
TritonPoint Wealth
Maryland
-$322K -1,666 Closed
SFO
1441
Stokes Family Office
Louisiana
-$319K -1,665 Closed
HCA
1442
Horan Capital Advisors
Ohio
-$319K -1,664 Closed
BDWCC
1443
B&D White Capital Company
Texas
-$307K -1,600 Closed
MM
1444
MQS Management
New York
-$303K -1,581 Closed
MSWM
1445
McGlone Suttner Wealth Management
Wisconsin
-$301K -1,569 Closed
JGC
1446
J. Goldman & Co
New York
-$280K -1,559 Closed
MPM
1447
MBB Public Markets
Illinois
-$293K -1,530 Closed
EWM
1448
Evercore Wealth Management
New York
-$290K -1,513 Closed
CTI
1449
Community Trust & Investment
Kentucky
-$288K -1,500 Closed
BBA
1450
Baader Bank Aktiengesellschaft
Germany
-$261K -1,467 Closed

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.